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Maintain Attorney Information

Use the Attorney tab to maintain attorney information for a party on the account displayed in the Work Form.

To maintain attorney information

  1. In the Task Panel navigation tree, click Customer and then click a name.

  2. Click the Attorney tab.

Attorney tab

Name: Name of the attorney.

Firm: Name of the attorney's legal firm.

Address: Attorney's street address, city, state, postal code, county, and country.

Phone: Attorney's phone number.

Email: Attorney's email address.

Fax: Attorney's fax number.

Comment: Comments regarding the attorney.

  1. Do one of the following:

    • To add or modify attorney information, complete the information and then click Save.

    • To remove the attorney from the account, click Delete and then, in the confirmation dialog box, click OK.

Related Topics

Contact Information

Customers